Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.088 | 0 | 80 |
| 1 month | 0.002 | 0 | 47 |
| 3 months | 0.062 | 0 | 47 |
| 1 year | 0.078 | 0 | 80 |
| 3 years | 0.148 | 0 | 55 |
| 5 years | 0.104 | 0 | 49 |
| 10 years | 0.093 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.183 | — |
| 2023 | 0.228 | — |
| 2022 | -0.159 | — |
| 2021 | 0.191 | — |
| 2020 | 0.239 | — |
| 2019 | 0.215 | — |
| 2018 | -0.076 | — |
| 2017 | 0.145 | — |
| 2016 | -0.054 | — |
| 2015 | 0.156 | — |
| 2014 | 0.086 | — |
| 2013 | 0.424 | — |
| 2012 | 0.136 | — |
| 2011 | -0.105 | — |
| 2010 | 0.035 | — |
| 2009 | 0.155 | — |
| 2008 | -0.271 | — |
| 2007 | -0.114 | — |
| 2006 | 0.149 | — |
| 2005 | 0.088 | — |
| 2004 | 0.083 | — |
| 2003 | 0.155 | — |
| 2002 | -0.244 | — |
| 2001 | -0.144 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.029 | 0.028 | 0.069 | — |
| 2024 | 0.102 | 0.008 | 0.028 | 0.035 |
| 2023 | 0.090 | 0.041 | -0.013 | 0.096 |
| 2022 | -0.132 | -0.119 | 0.003 | 0.098 |
| 2021 | 0.023 | 0.064 | 0.019 | 0.074 |
| 2020 | -0.105 | 0.186 | 0.056 | 0.105 |
| 2019 | 0.093 | 0.039 | 0.011 | 0.058 |
| 2018 | 0.003 | 0.012 | 0.020 | -0.107 |
| 2017 | 0.064 | 0.016 | 0.000 | 0.059 |
| 2016 | -0.097 | -0.010 | 0.037 | 0.020 |
| 2015 | 0.127 | -0.027 | -0.030 | 0.088 |
| 2014 | 0.016 | -0.031 | 0.043 | 0.058 |
| 2013 | 0.109 | 0.078 | 0.058 | 0.126 |
| 2012 | 0.083 | -0.014 | 0.045 | 0.019 |
| 2011 | 0.002 | -0.004 | -0.123 | 0.022 |
| 2010 | -0.021 | -0.069 | 0.088 | 0.045 |
| 2009 | -0.073 | 0.130 | 0.082 | 0.019 |
| 2008 | -0.072 | -0.054 | -0.085 | -0.092 |
| 2007 | -0.005 | -0.013 | -0.048 | -0.052 |
| 2006 | 0.063 | -0.082 | 0.043 | 0.128 |
| 2005 | -0.028 | 0.037 | 0.031 | 0.046 |
| 2004 | 0.060 | 0.004 | -0.071 | 0.096 |
| 2003 | -0.141 | 0.108 | 0.085 | 0.118 |
| 2002 | 0.001 | -0.115 | -0.165 | 0.022 |
| 2001 | -0.064 | -0.016 | -0.167 | 0.115 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.078 |
| 3 years | 0.148 |
| 5 years | 0.104 |
| 10 years | 0.093 |
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